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Permanent

IFA Administrator

Guildford
money-bag 28000.00-28000.00 Annual
3058647353
Posted 3 days ago

This established, wealth management firm based in Guildford are seeking an IFA Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is currently working in a similar role but is now looking for more progression. A brilliant opportunity for someone seeking their next challenge within financial services. Job Title: IFA Administrator Job Type: Permanent, full time Location: Guildford, Surrey Salary: £28,000 - £34,000 per annum Reference no: 15963 IFA Administrator Benefits 25 days holiday plus bank holidays 35 hour working week Car parking onsite Pension scheme IFA Administrator About The Role In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be: Working closely with Financial Planners and Paraplanners to deliver excellent client service. A point of contact for clients on behalf of the Financial Planners, being able to communicate effectively, clearly and pro-actively. Maintaining back-office systems and client records. Processing all business in line with processes and procedures, collating AML documentation as required. Prepare documentation, valuations, and reports for client meetings. Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund

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